Combining technical knowledge with a real interest in you and your ambitions, our advisors develop wealth creation, retirement and self-managed superfund strategies that encompass far more than just money management and investments.

Our Wealth Advisors will work closely with our Business Advisory and Tax teams to understand the interaction between your investments, transactions, tax planning and ownership structures.  This ensures that you get the best from both your personal wealth and business.

10 Steps to Wealth Accumulation

  1. Use appropriate legal structures to protect your assets and minimise tax
  2. Keep your accounting and tax compliance up to date
  3. Reduce your tax liability through tax planning and tax effective investing
  4. Plan, manage  and invest your cash flow
  5. Make all your loans tax effective ones
  6. Apply discipline to investment decisions
  7. Use superannuation to build a tax-free income in retirement
  8. Protect your major asset – your income earning ability
  9. Use life insurance to safeguard your family’s lifestyle in the event of a tragedy
  10. Devise and implement an estate plan to minimise tax for your beneficiaries

Wealth Advisory >

All the Latest From Our Wealth Advisory Team

Wealth Accumulation to Retirement

Posted By William Buck News on 13/05/2019 08:38:58 am

When you’re young, the thought of saving for retirement may be the last thing on your mind. Few of us have a plan or understanding…

Read More
What you can do about Labor’s proposed franking credit reform

Posted By William Buck News on 28/03/2019 01:28:40 am

With an election looming, it is currently forecast that Labor will take government. Perhaps Labor’s most contentious reform is the decision to remove tax refunds…

Read More
How much super do I need in retirement?

Posted By William Buck News on 26/02/2019 09:16:36 am

The average Australian couple will need at least $640,000 of savings at retirement to maintain a comfortable lifestyle, a single person will require at least…

Read More
Multiple employers forcing you to exceed your super cap?

Posted By William Buck News on 03/12/2018 10:27:32 pm

When someone is employed, their employer is required to contribute 9.5% of their salary into super, to a maximum of $25,000 per annum. The problem…

Read More